Pre-call dossier for HubSpot deals from LinkedIn ads and jobs

Build me a per-deal pre-call dossier agent for our sales team. The goal is that every time a HubSpot deal moves into a pre-meeting stage, the deal owner gets a one-page LinkedIn-based brief on the prospect, both attached to the deal and DMed to them in Slack, so they walk into the call already prepped.

Trigger: an incoming HubSpot webhook fired by a HubSpot workflow on a deal stage change into a pre-meeting stage (for example, Discovery Scheduled or Demo Booked). The webhook payload will include the deal ID. Treat the stage names as configurable. Do not run this on every stage change, only the pre-meeting stages I list in the workflow config.

Steps the agent should run each time it fires:

1) Call HubSpot's Get Deal on the incoming deal ID, requesting the associated company and the deal owner. Pull the deal name, amount, close date, and the company's name, domain, industry, and LinkedIn URL if available.

2) If the associated company record is missing a clean name or domain, call HubSpot's Search Companies to resolve it from whatever fragment you have. Do not proceed past this step without a confident company identity.

3) Call LinkedIn Ad Library's Search Ad Library scoped to that company as the advertiser, pulling the most recent paid creative from roughly the last 90 days. Capture ad copy, hooks, target audiences, and any landing pages. We want to know what they are currently selling externally.

4) Call LinkedIn Ad Library's Search Job Library scoped to that company, pulling currently open roles. Group them by function (go-to-market, engineering, data, ops, leadership) and call out any VP, Head of, or director-level roles. These are the hiring signals that imply roadmap and budget moves.

5) Synthesize a one-page dossier with three sections: (a) What they are selling right now, in two or three sentences, grounded in the ads. (b) Hiring signals, with a short interpretation of what each cluster implies (for example, five new AE roles suggests they are scaling outbound; a VP of Data opening suggests a data platform decision is on the table). (c) Two or three personalized opener angles the rep can use to start the meeting, each one tied to a specific ad theme or open role so it does not sound generic.

Output, both surfaces:

A) Use HubSpot's Create Note to attach the full dossier as a note on the deal record. Keep the formatting clean and scannable. The note should live on the deal forever as the record of prep.

B) Use Slack's Send a Message to DM the HubSpot deal owner. The DM should include the same dossier (or a tight summary plus the deal owner can open the note), the prospect company name, the meeting context, and a clickable link back to the deal in HubSpot. The deal owner is who actually needs to read this before the call.

Guardrails: if there are zero ads and zero open roles, still produce the dossier but call out that public signal is thin and lean on whatever is available. Never fabricate ads or roles. Keep the brief to roughly one page. Tone is direct and useful, no fluff. No em dashes.

Make the pre-meeting stages, the lookback window for ads, the number of opener angles, and the Slack recipient (deal owner by default, optionally also a manager or a team channel) configurable so I can tune it without rewriting the workflow.

Additional information

What does this prompt do?

Fires the moment a HubSpot deal moves into a pre-meeting stage you choose, so the rep gets prep right when they need it.
Pulls the prospect's recent LinkedIn ads and their currently open roles to surface what they are selling and where they are growing.
Synthesizes a one-page dossier with ad themes, hiring signals, and two or three personalized opener angles for the call.
Attaches the dossier as a note on the deal in HubSpot and DMs it to the deal owner in Slack with a direct link back to the deal.

What do I need to use this?

A HubSpot account with deals and a sales pipeline.
Permission to read deals and companies in HubSpot, and to create notes on deal records.
A LinkedIn account connected for ad and job library research.
A Slack workspace so the deal owner can be DMed the brief.

How can I customize it?

Pick which pipeline stage triggers the dossier, for example Discovery Scheduled or Demo Booked.
Tell the agent what your team sells so the opener angles tie back to your value prop, not a generic pitch.
Adjust how many ads, job postings, and opener ideas appear, and whether the Slack DM goes to the deal owner only or also to a manager.

Frequently asked questions

When does this actually run?

It runs the moment a deal moves into the pipeline stage you choose in HubSpot. You point a HubSpot workflow at a stage change, and Geni picks it up and builds the dossier right then, not on a daily schedule.

What if the prospect company has no recent LinkedIn ads or open roles?

The dossier still gets created. The agent calls that out honestly, leans on whichever signal is available, and proposes opener angles based on what it could find rather than inventing data.

Where does the rep actually read the brief?

Two places. The full dossier is attached as a note on the HubSpot deal record so it lives next to the deal forever. A copy is also DMed to the deal owner in Slack with a link back to the deal, so they see it before the meeting.

Will this work on HubSpot Free or Starter?

It works best on plans that support HubSpot workflows on deal stage changes. If your plan does not include workflows, you can still trigger it manually or by other means, but the auto-fire on stage change is the magic.

Can I change which Slack channel or person gets the message?

Yes. By default it DMs the HubSpot deal owner so the right rep gets it. You can ask Geni to also copy a manager, a deal team channel, or a shared sales room.